Fillable HnR Block Drop Off Document Checklist

What is an H&R Block Drop Off Document Checklist?

H&R Block Drop Off Document Checklist is an official document for H&R Block clients that helps them to calculate their taxes correctly.

What I need H&R Block Drop Off Document Checklist for?

The Drop Off Document Checklist helps you to determine the tax preparation expectations. The form can be used in the H&R office or online. The checklist doesn’t require to be accompanied by any other documents.

Filling out the H&R Block Drop Off Document Checklist

To complete the form, you have to provide the following information:

1. Client Information:

• Primary taxpayer name;
• Date of birth;
• ITIN number or Social security;
• Marital status;
• Occupation;
• State, city, address, zip-code;
• Contact information.

2. Spouse information (if needed).

3. Dependents.

4. Document checklist itself:

• Income information;
• Expenses information;
• Credits and deductions;
• Additional;

5. Date of issuance and signatures.

Organizations that work with H&R Block Drop Off Document Checklist

The Tax Institute in H&R Block Office